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Front Desk - Account Manager Assistant / Csr

Company

Western Pacific Partners Group

Address Kirkland, WA, United States
Employment type FULL_TIME
Salary
Category Insurance Agencies and Brokerages
Expires 2023-06-05
Posted at 11 months ago
Job Description
Growing insurance agency seeking a new motivated member to join our award-winning team! In this role the member will be responsible for day-to-day insurance requests of Personal Insurance clients so our ideal candidate must be willing to put our clients' needs first. *This position is On-Site only. Hours are Monday - Friday, 8:30 AM - 5 PM* Benefits Benefits: 401(k) Dental insurance Life insurance Health insurance Paid time off Vision insurance Responsibilities Greet walk-in clients, answer phones and transfer calls appropriately. Assist Account Managers by service existing book of Personal Insurance customers by processing customer policy changes, answer billing questions, etc. Provide billing assistance to customers Provide quality service to clients and is motivated to resolve concerns/conflicts. Maintain a broad knowledge of insurance products and underwriting guidelines. *Training is provided within the first 3 months of hire* Work under the supervision and report directly to the Personal Lines Manger and Operations Manager. Requirement Experience in the insurance industry is preferred but not mandatory. Ability to maintain a friendly, welcoming demeanor during problematic situations. Strong computer skills including: Ability to write grammatically correct business correspondence such as letters, emails, memoranda. STRONG attention to detail. Ability to exercise judgment in order to problem solve when the answer is not readily apparent. Strong analytical skills and ability to learn quickly. Ability to set priorities, which accurately reflect the relative importance of job responsibilities. Experience with agency management systems (i.e. Hawksoft/CMS or Applied Epic) is preferred but not mandatory. Experience with a Personal Lines quoting platform (i.e. TurboRater) is preferred but not mandatory. Must be willing to obtain* Washington state Property and Casualty insurance license.*